Paraklete Financial, Inc.
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ADV data as of Feb 27, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 69
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 14 | $0 | — |
| High net worth individuals | 55 | $0 | — |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Neal Tillery | Registered representative | CFP Chartered Financial Consultant | Feb 2007 (20y) | |
| Susan Marie Tillery | Registered representative | Personal Financial Specialist | May 2007 (19y) | |
| Patricia Fry Steward | Registered representative | Personal Financial Specialist | Apr 2010 (16y) | |
| William Nmi Jones | Registered representative | Personal Financial Specialist | Jun 2023 (3y) | |
| Larry Stephen Mcnamara | Registered representative | Personal Financial Specialist | Apr 2024 (2y) | |
| Matthew A. Blumberg | Registered representative | Personal Financial Specialist | Aug 2024 (2y) | |
| William Martin Mccutchen | Registered representative | Personal Financial Specialist | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Financial planning services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗